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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,783 hedge funds and large institutions have $40.8B invested in Schwab US Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 1,461 increasing their positions, 35 reducing their positions, and 71 closing their positions.

Holders
1,783
Holders Change
+170
Holders Change %
+10.54%
% of All Funds
23.75%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.52%
New
277
Increased
1,461
Reduced
35
Closed
71
Calls
$131M
Puts
$73.3M
Net Calls
+$57.4M
Net Calls Change
-$8.46M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
LPL Financial
3
LPL Financial
California
$992M
4
Raymond James Financial
4
Raymond James Financial
Florida
$593M
5
Morgan Stanley
5
Morgan Stanley
New York
$778M

Top Sellers

1
JSTA
1
Japan Science & Technology Agency
Japan
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$27.5M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B 658,825 +413,842 +169%
Bank of America
2
Bank of America
North Carolina
$1.36B 49,630,784 +42,218,696 +570%
LPL Financial
3
LPL Financial
California
$992M 36,314,776 +24,783,386 +215%
Morgan Stanley
4
Morgan Stanley
New York
$778M 28,475,298 +19,241,330 +208%
SLI
5
Sumitomo Life Insurance
Japan
$733M 26,820,000 +17,880,000 +200%
AAS
6
Avantax Advisory Services
Texas
$710M 26,003,626 +17,501,170 +206%
Raymond James Financial
7
Raymond James Financial
Florida
$593M 21,703,476 +21,703,476 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$536M 19,626,674 +13,264,762 +209%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$498M 18,222,676 +12,309,265 +208%
Ameriprise
10
Ameriprise
Minnesota
$476M 17,426,545 +11,661,011 +202%
UBS Group
11
UBS Group
Switzerland
$436M 15,975,283 +10,835,652 +211%
WANY
12
Wealthspire Advisors (New York)
New York
$414M 15,144,112 +10,024,156 +196%
Wealthfront Advisers
13
Wealthfront Advisers
California
$391M 14,309,642 +9,469,152 +196%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$359M 13,130,560 +8,848,668 +207%
Wells Fargo
15
Wells Fargo
California
$336M 12,294,235 +8,364,559 +213%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$313M 11,471,870 +7,842,532 +216%
OWM
17
Orgel Wealth Management
Wisconsin
$302M 11,062,243 +6,804,908 +160%
APP
18
Avantax Planning Partners
Iowa
$256M 9,380,983 +6,274,985 +202%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$248M 9,079,918 +6,219,756 +217%
Osaic Holdings
20
Osaic Holdings
Arizona
$246M 9,013,376 +5,744,196 +176%
Mariner
21
Mariner
Kansas
$224M 8,210,530 +5,892,271 +254%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$194M 7,099,962 +4,863,496 +217%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$166M 6,068,690 +4,213,232 +227%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$157M 5,755,912 +3,900,238 +210%
Cerity Partners
25
Cerity Partners
New York
$154M 5,635,367 +4,451,417 +376%
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